Salary: £28,000 – £30,000 + Bonus + Excellent Benefits
Dynamite Recruitment is delighted to be working in partnership with a highly respected and growing financial planning firm who are looking to recruit a Financial Services Administrator to join their supportive and close-knit team.
This is an excellent opportunity for an experienced Financial Planning Administrator who enjoys the administrative and client servicing side of the industry and is looking to develop a long-term career in this area. Our client is particularly keen to speak with candidates who are passionate about delivering outstanding client support rather than pursuing a future adviser role.
The Role: As a Financial Planning Administrator, you will play a key role in supporting advisers and clients, ensuring a smooth and efficient service throughout the client journey. You will be responsible for a variety of administrative duties and will work closely with both internal colleagues and external providers.
Key responsibilities will include:
– Preparing client documentation and reports
– Liaising with clients, providers, and third parties
– Maintaining accurate client records and databases
– Supporting advisers with day-to-day administration
– Monitoring workflows and ensuring tasks are completed within agreed timescales
– Providing a high level of client service and attention to detail
About You: To be considered for this position, you will ideally have:
– Previous experience within a Financial Services Administration role
– Good understanding of financial planning processes and administration
– Strong organisational and communication skills
– Excellent attention to detail and accuracy
– The ability to manage multiple priorities effectively
– A proactive and positive approach to work
Just as importantly, our client is looking for someone who shares their values and culture. They are seeking an individual who is:
– Committed and reliable
– Collaborative and supportive
– Driven and motivated
– Client-focused
– Keen to be part of a friendly and professional team environment
What’s on Offer?
– Salary of £28,000 – £30,000 depending on experience
– Annual bonus opportunity of up to 10%
– 25 days annual leave plus Bank Holidays
– Private Medical Insurance
– Life Assurance
– Critical Illness Cover
– Supportive team culture and excellent working environment
If you are an experienced Financial Services Administrator looking to join a business that genuinely values its people and offers a rewarding long-term career path, we would love to hear from you.
Apply today or contact Tegan at Dynamite Recruitment for a confidential discussion.
